Stillwater Wealth Management Group

CIK 0002063941 • 8 13F filings • Apr 14, 2025 – Oct 21, 2026

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Filer information

Filed by: Stillwater Wealth Management Group, Owner
Address: 790 JUNO OCEAN WALK, SUITE 202, JUNO BEACH, FL, 33408
Phone: 9197413107
AUM: $147.5M

AUM over time

$186.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2026

Q3 2025

Q2 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $186.8M70 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$376K	0.2%	3,800 SH	New
ABBVIE INC	COM	$5.2M	2.8%Prev: 3.0%	19,741 SH	Increased+1,189 SH
ADVANCED MICRO DEVICES INC	COM	$1.4M	0.8%	2,361 SH	New
ALPHABET INC	CAP STK CL A	$1.1M	0.6%Prev: 0.6%	3,296 SH	Increased-397 SH
ALPHABET INC	CAP STK CL C	$4.8M	2.6%Prev: 2.8%	14,115 SH	Increased-2,117 SH
ALPS ETF TR	ALERIAN MLP	$2.1M	1.1%Prev: 0.5%	39,590 SH	Increased+25,420 SH
ALTRIA GROUP INC	COM	$1.3M	0.7%Prev: 1.1%	19,520 SH	Decreased-3,545 SH
AMAZON COM INC	COM	$4.9M	2.6%Prev: 2.8%	19,671 SH	Increased+1,570 SH
AMGEN INC	COM	$2.4M	1.3%Prev: 1.4%	5,725 SH	Increased-1,487 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$8.8M	4.7%Prev: 2.4%	189,451 SH	Increased+112,556 SH
AMPLIFY ETF TR	CWP GRO INC ETF	$471K	0.3%	15,750 SH	New
APPLE INC	COM	$8.9M	4.8%Prev: 4.7%	26,779 SH	Increased+411 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	1.1%Prev: 1.5%	4,038 SH	Decreased-277 SH
BROADCOM INC	COM	$5.4M	2.9%Prev: 4.1%	15,512 SH	Decreased-2,075 SH
CATERPILLAR INC	COM	$2.6M	1.4%Prev: 0.3%	3,181 SH	Increased+2,361 SH
CHEVRON CORPORATION	COM	$456K	0.2%	2,235 SH	New
CHUBB LIMITED	COM	$2.4M	1.3%Prev: 1.1%	7,249 SH	Increased+1,597 SH
COCA COLA CO	COM	$3.0M	1.6%Prev: 1.5%	34,507 SH	Increased+1,269 SH
COSTCO WHOLESALE CORPORATION	COM	$4.8M	2.6%	5,304 SH	New
ELI LILLY & CO	COM	$6.1M	3.2%Prev: 2.8%	5,232 SH	Increased+84 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$200K	0.1%Prev: 0.2%	10,100 SH	Decreased-8,200 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$5.1M	2.7%	31,433 SH	New
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$267K	0.1%	3,405 SH	New
GOLDMAN SACHS ETF TR	NASDA 100 ETF	$3.3M	1.8%	57,631 SH	New
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$6.5M	3.5%	116,218 SH	New
GOLDMAN SACHS GROUP INC	COM	$3.0M	1.6%Prev: 0.5%	3,362 SH	Increased+2,502 SH
INTERNATIONAL BUSINESS MACHS	COM	$290K	0.2%Prev: 0.2%	1,318 SH	Decreased+242 SH
INVESCO ACTIVELY MANAGED EXC	QQQ INC ADV ETF	$605K	0.3%	10,600 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$801K	0.4%Prev: 0.3%	2,629 SH	Increased+688 SH
INVESCO QQQ TR	UNIT SER 1	$10.3M	5.5%Prev: 3.6%	13,880 SH	Increased+5,349 SH
ISHARES TR	CORE DIV GRWTH	$7.6M	4.1%Prev: 3.4%	100,463 SH	Increased+29,517 SH
ISHARES TR	MSCI USA QLT FCT	$7.5M	4.0%Prev: 3.4%	33,964 SH	Increased+8,981 SH
ISHARES TR	U.S. TECH ETF	$1.5M	0.8%Prev: 0.8%	5,528 SH	Increased-332 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.9M	1.0%Prev: 1.8%	30,425 SH	Decreased-15,351 SH
JOHNSON & JOHNSON	COM	$460K	0.2%Prev: 0.3%	1,739 SH	Increased-285 SH
JPMORGAN CHASE & CO	COM	$5.5M	2.9%	16,627 SH	New
LOCKHEED MARTIN CORP	COM	$1.8M	1.0%Prev: 1.8%	3,494 SH	Decreased-1,525 SH
MASTERCARD INCORPORATED	CL A	$232K	0.1%Prev: 0.2%	421 SH	Decreased-15 SH
META PLATFORMS INC	CL A	$669K	0.4%Prev: 0.5%	922 SH	Increased+17 SH
MICROSOFT CORP	COM	$5.4M	2.9%Prev: 3.9%	10,599 SH	Decreased-18 SH
MONRO INC	COM	$162K	0.1%	11,592 SH	New
MPLX LP	COM UNIT REP LTD	$242K	0.1%Prev: 0.2%	4,300 SH	Decreased-600 SH
NORTHROP GRUMMAN CORP	COM	$527K	0.3%Prev: 0.5%	1,090 SH	Decreased-30 SH
NVIDIA CORPORATION	COM	$7.0M	3.8%Prev: 3.5%	30,686 SH	Increased+3,780 SH
OMEGA HEALTHCARE INVS INC	COM	$509K	0.3%Prev: 0.3%	10,990 SH	Increased+2,250 SH
PACER FDS TR	METAURUS CAP 400	$8.4M	4.5%Prev: 3.4%	183,706 SH	Increased+68,856 SH
PACER FDS TR	US CASH COWS 100	$3.3M	1.8%Prev: 1.2%	49,060 SH	Increased+19,088 SH
PEPSICO INC	COM	$201K	0.1%Prev: 0.2%	1,590 SH	Decreased-600 SH
PFIZER INC	COM	$724K	0.4%Prev: 0.2%	25,395 SH	Increased+12,170 SH
PIMCO ETF TR	MULTISECTOR BD	$561K	0.3%	22,095 SH	New
PROSHARES TR	S&P 500 HIGH ETF	$2.2M	1.2%	45,665 SH	New
RTX CORPORATION	COM	$1.1M	0.6%Prev: 0.2%	5,876 SH	Increased+4,247 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$8.7M	4.6%	275,654 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.0M	1.1%Prev: 0.2%	61,744 SH	Increased+51,249 SH
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$283K	0.2%	2,600 SH	New
SIMON PPTY GROUP INC NEW	COM	$387K	0.2%Prev: 0.2%	1,927 SH	Increased+456 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$338K	0.2%Prev: 0.2%	10,800 SH	Decreased-800 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.0M	1.1%	2,646 SH	New
STRYKER CORPORATION	COM	$328K	0.2%Prev: 2.1%	1,190 SH	Decreased-6,817 SH
TJX COS INC NEW	COM	$889K	0.5%Prev: 2.3%	6,721 SH	Decreased-15,664 SH
UNIFIED SER TR	ONEASCENT LARGE	$208K	0.1%	5,056 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.3M	3.4%Prev: 1.2%	8,938 SH	Increased+6,187 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$387K	0.2%Prev: 0.2%	1,660 SH	Increased+531 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.3M	0.7%Prev: 0.2%	8,258 SH	Increased+6,011 SH
VANGUARD WORLD FD	COMM SRVC ETF	$324K	0.2%Prev: 0.2%	1,700 SH	Increased
VANGUARD WORLD FD	FINANCIALS ETF	$413K	0.2%Prev: 0.3%	3,175 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$341K	0.2%Prev: 0.7%	7,424 SH	Decreased-14,406 SH
VISA INC	COM CL A	$2.4M	1.3%Prev: 2.4%	6,639 SH	Decreased-3,517 SH
WALMART INC	COM	$2.7M	1.5%Prev: 2.6%	26,105 SH	Decreased-10,493 SH
WASTE MGMT INC DEL	COM	$1.3M	0.7%Prev: 2.6%	6,137 SH	Decreased-10,588 SH

Sold (vs prior filing)

ABBOTT LABS — $601K
ARES CAPITAL CORP — $306K
CHEVRON CORP NEW — $350K
COSTCO WHSL CORP NEW — $4.7M
EXXON MOBIL CORP — $2.9M
FIRST TR EXCHANGE-TRADED FD — $1.6M
FIRST TR EXCHANGE-TRADED FD — $1.2M
HOME DEPOT INC — $3.5M
INVESCO ACTIVELY MANAGED EXC — $566K
ISHARES TR — $598K
ISHARES TR — $818K
J P MORGAN EXCHANGE TRADED F — $215K
JPMORGAN CHASE & CO. — $4.7M
MCDONALDS CORP — $3.3M
ORACLE CORP — $4.0M
PACER FDS TR — $223K
PRINCIPAL EXCHANGE TRADED FD — $596K
PROCTER AND GAMBLE CO — $306K
PROSHARES TR — $1.3M
PROSHARES TR — $653K
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0002063941-26-000001	$147.5M	View
Apr 14, 2025	Q4 2024	13F-HR	0002063941-25-000001	$111.4M	View
Oct 21, 2026	Q3 2026